Download our PDF Guide to Email Marketing Success - Vertical ...
Download our PDF Guide to Email Marketing Success - Vertical ...
Download our PDF Guide to Email Marketing Success - Vertical ...
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Step 1: Select salesforce.com Campaign<br />
All you’re doing here is selecting the<br />
Campaign whose members you’d like <strong>to</strong> use<br />
as a list. If you have a lot of Campaigns, use<br />
the built in search functionality <strong>to</strong> find the<br />
Campaign you want.<br />
Step 2: Map Y<strong>our</strong> Fields<br />
Selecting a Campaign will bring up the Map<br />
Y<strong>our</strong> Fields step. This is identical <strong>to</strong> the<br />
Map Y<strong>our</strong> Fields step that’s encountered if<br />
you use the Create a New List of Leads &<br />
Contacts option.<br />
On this page you select which fields of data<br />
- like First Name, Last Name, City, etc. - you<br />
want <strong>to</strong> pull from y<strong>our</strong> records in<strong>to</strong> y<strong>our</strong> list. <strong>Email</strong> Address is checked by default since it is<br />
the only field that is absolutely necessary <strong>to</strong> send an email out.<br />
But one of the great things about sending an email out through <strong>Vertical</strong>Response is that<br />
you can personalize y<strong>our</strong> message using any data in y<strong>our</strong> list. So if you pull over First<br />
Name, you’ll be able <strong>to</strong> insert each recipient’s first name in<strong>to</strong> the message. You can use<br />
the standard fields we provide or use the blank fields <strong>to</strong>wards the bot<strong>to</strong>m of the page<br />
<strong>to</strong> create any field that we do not provide by default - just use the drop down menus <strong>to</strong><br />
choose the Lead and Contact fields you want <strong>to</strong> pull over and then use <strong>our</strong> provided fields<br />
<strong>to</strong> name them in y<strong>our</strong> list.<br />
Click next when you’re finished. Note that we’ll go over exactly how you can personalize<br />
y<strong>our</strong> email message later on in this guide.<br />
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